Manually export a conversation to Salesforce

Export sales conversations and push Otter insights to Salesforce at any time. Send meeting notes, transcripts, and key insights directly to the right Salesforce record to keep workflows efficient and deals moving forward. Learn more about Otter's integration with Salesforce.

Otter can automatically push insights to Salesforce. If you prefer not to enable automatic syncing and would rather manually export conversations, follow the steps below.

Manual exports to Salesforce

1. Go to Integrations > Salesforce and click Manage.
2. Click the Settings tab. From the drop-down menu, select Manual. Moving forward, sales conversations will no longer be automatically pushed to Salesforce.

For sales conversations you want to export, click the 3-dot menu and select Export to Salesforce.

FAQs

Why is the Export to Salesforce option not showing? 

Only conversations classified as Sales will be exported. A conversation is considered Sales if it includes at least one external calendar guest whose email domain is different from your workspace domain.